Napa Wealth Management’s Global X Interest Rate Volatility & Inflation Hedge ETF IRVH Stock Holding History

Napa Wealth Management’s Portfolio IRVH Stock Details IRVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,894	Closed	-$317K	–	187
2024 Q4	$317K	Sell	15,894 -52,786	-77%	-$1.08M	0.14%	143
2024 Q3	$1.48M	Buy	68,680 +35,847	+109%	+$758K	0.7%	31
2024 Q2	$672K	Buy	+32,833	New	+$672K	0.45%	53

Other funds holding IRVH

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Napa Wealth Management's IRVH Position: Q1 2025 in Review

Napa Wealth Management sold out of Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) in Q1 2025, closing a stake of 15,894 shares — an estimated $317K sold.

Napa Wealth Management first reported a position in IRVH in Q2 2024 and held it in 3 quarters. The position peaked at $1.48M in Q3 2024. 2 funds tracked by Wall St. Rank hold IRVH as of Q1 2025.

Napa Wealth Management reported no remaining Global X Interest Rate Volatility & Inflation Hedge ETF position as of Q1 2025 after selling out during the quarter.
Napa Wealth Management sold 15,894 Global X Interest Rate Volatility & Inflation Hedge ETF shares in Q1 2025, an estimated $317K.
Napa Wealth Management first reported a position in Global X Interest Rate Volatility & Inflation Hedge ETF in Q2 2024 and held it in 3 quarters.
Napa Wealth Management's Global X Interest Rate Volatility & Inflation Hedge ETF position peaked at $1.48M in Q3 2024.
2 funds tracked by Wall St. Rank held Global X Interest Rate Volatility & Inflation Hedge ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.